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First Trust Dow Jones Global Select Dividend Index Fund

128 hedge funds and large institutions have $382M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 126128 (+2)

1.33% more ownership

Funds ownership: 55.15%56.48% (+1.3%)

2% more capital invested

Capital invested by funds: $373M → $382M (+$8.47M)

2% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 44

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
43
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
TFG Advisers
Michigan
$242K -$16.8K -758 -6%
SWP
77
Stratos Wealth Partners
Ohio
$242K +$17.6K +795 +8%
IA
78
IFP Advisors
Florida
$235K -$49.3K -2,229 -17%
PVI
79
Pine Valley Investments
New Jersey
$234K +$33.2K +1,499 +16%
SCA
80
Snowden Capital Advisors
New York
$234K -$51.2K -2,314 -18%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$229K +$15.5K +699 +7%
RFN
82
RDA Financial Network
Iowa
$228K -$16.4K -741 -7%
LAM
83
LifePro Asset Management
California
$225K -$15K -677 -6%
Bank of New York Mellon
84
Bank of New York Mellon
New York
$218K +$225K +10,156 New
WFAG
85
Worth Financial Advisory Group
North Carolina
$214K
HFP
86
Holistic Financial Partners
Indiana
$211K +$218K +9,845 New
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$207K +$214K +9,655 New
MIH
88
Meitav Investment House
Israel
$187K -$13.9K -630 -7%
AIC
89
Archer Investment Corporation
Indiana
$167K
HI
90
Harbour Investments
Wisconsin
$162K -$61.8K -2,792 -27%
CFD
91
Creative Financial Designs
Indiana
$144K +$775 +35 +0.5%
JP Morgan Chase
92
JP Morgan Chase
New York
$142K +$146K +6,613 New
US Bancorp
93
US Bancorp
Minnesota
$109K
GRP
94
Global Retirement Partners
California
$105K +$1.59K +72 +1%
AF
95
Advisornet Financial
Minnesota
$95.8K +$487 +22 +0.5%
RIA
96
Realta Investment Advisors
Delaware
$81.7K +$84.3K +3,809 New
PTC
97
Private Trust Company
Ohio
$75.6K +$8.92K +403 +13%
AIP
98
Ameritas Investment Partners
Nebraska
$71.7K -$332 -15 -0.4%
SSB
99
Sandy Spring Bank
Maryland
$70.9K +$73.2K +3,307 New
CG
100
Cutler Group
California
$65K